Partnering with 106 practices, 173 advisers
We are a boutique full-services licensee providing support to a vast network of financial advisers across Australia.
We are a boutique licensee, servicing small to medium sized Australian financial planning practices. We deliver tailored support in the areas of practice development, research, software and marketing to help you build your business and deliver quality financial advice to your clients.
Our practice development solutions have been designed to enhance your business and help you generate profit. Our regional managers will help you:
Our software solutions team provides you with proactive service and one-on-one training.
Our Xplan software is customised for your practice and gives you access to:
Our marketing team provides an end-to-end tailored marketing service that can help you increase your client base, cross sell to your existing clients, or increase brand awareness in your local area. We provide:
The research team delivers timely analysis and insights into investments, markets and the economy. The team provides you with access to the following tools to help you construct your client's portfolios and risk profiles:
"Our move to Consultum was seamless. Their comprehensive induction and transition process ensured we were ready to operate from day one."
"We’ve been operating under Consultum (previously Winchcombe Carson) for over 20 years. Since joining, our business has grown significantly, and we’ve never looked back."
"The software team are second to none. Their Xplan software and dedicated support team have created many efficiencies for us, which means we can spend more time servicing our clients."
"I’ve had the privilege of being involved with the Consultum research panel representing the needs of advisers across the country. It’s been a great insight into the depth and quality of the research capability. It’s comforting to know I can rely on Consultum for their research as a positive influence to the clients’ investment choices."
"We are a national organisation servicing major corporations and deal with thousands of clients. Consultum is a great partner who has taken the time to understand our business. Since partnering with Consultum, they have continued to evolve and tailor their services in line with our changing needs."
"Consultum’s marketing team has been an invaluable resource for our business. They have helped us with a number of campaigns that have been a great help increasing our practice’s profile within our local area. They have the tools, resources and marketing expertise that have made it so easy for us to promote our service, that it’s almost like having our very own marketing team."
"I’ve been with Consultum and IOOF for a number of years, but I knew retirement was not too far away. I needed to consider a business succession strategy. Consultum has been with me every step of the way. Their level of professionalism and proactive service made the merger such a seamless process, we would recommend anyone looking for a licensee or thinking about their business succession strategy to speak to Consultum."